Your shopping cart is empty

Passing control of relevant entities on death or legal disability - A holistic approach paper


This paper covers:

  • SMSF trust deed
  • SMSF trustee structure: sole purpose corporate trustee?
  • binding/non-binding death benefit nominations
  • pensions
  • will, including testamentary trusts and power to appoint trustee and/or appointor of discretionary trust
  • discretionary trust deed and current and anticipated operation
  • estate planning considerations: mental incapacity.

Author profile

Jocelyne Boujos
Jocelyne is the Principal of Boujos Legal and Immediate Past President of the Law Society of Western Australia. She has practised in commercial and taxation law for over 30 years. She advises clients, including indigenous charitable trusts, in relation to taxation and trust matters including superannuation issues and estate planning. Jocelyne commenced practice in the Australian Taxation Office as Principal Prosecution Officer and Senior Advising Officer, and has lectured at the University of Western Australia in the Master of Taxation and Master of Business Administration degrees. She is a member of the Taxation Committees of the Law Council of Australia and the Law Society of Western Australia, a trustee of the Graduate Women Education Trust and has been a Certified Tax Practitioner – Taxation Institute of Australia. - Current at 28 January 2022
Click here to expand/collapse more articles by Jocelyne BOUJOS.


This was presented at Estate Planning Day .

Get a 20% discount when you buy all the items from this event.

Individual sessions

“Binding” financial agreements - Will these amendments get it right?

Author(s):  Andrew DAVIES

Materials from this session:

Further details about this event:


Copyright Statement